IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Sells

1 +$1.88M
2 +$1.25M
3 +$1.24M
4
BTI icon
British American Tobacco
BTI
+$976K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$974K

Sector Composition

1 Financials 5.6%
2 Consumer Discretionary 4.99%
3 Technology 4.56%
4 Energy 2.84%
5 Materials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISCG icon
751
iShares Morningstar Small-Cap Growth ETF
ISCG
$888M
$3.91K ﹤0.01%
72
MKTX icon
752
MarketAxess Holdings
MKTX
$6.55B
$3.83K ﹤0.01%
22
XP icon
753
XP
XP
$9.03B
$3.83K ﹤0.01%
204
NLY icon
754
Annaly Capital Management
NLY
$16.7B
$3.78K ﹤0.01%
187
VGLT icon
755
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$3.75K ﹤0.01%
66
TTD icon
756
Trade Desk
TTD
$17.2B
$3.68K ﹤0.01%
75
SBAC icon
757
SBA Communications
SBAC
$20.7B
$3.67K ﹤0.01%
19
AMCR icon
758
Amcor
AMCR
$18.9B
$3.58K ﹤0.01%
87
GOOS
759
Canada Goose Holdings
GOOS
$1.25B
$3.46K ﹤0.01%
251
IIM icon
760
Invesco Value Municipal Income Trust
IIM
$582M
$3.44K ﹤0.01%
274
SSP icon
761
E.W. Scripps
SSP
$320M
$3.44K ﹤0.01%
1,397
LUNR icon
762
Intuitive Machines
LUNR
$3.07B
$3.42K ﹤0.01%
325
KWEB icon
763
KraneShares CSI China Internet ETF
KWEB
$8.45B
$3.36K ﹤0.01%
80
LYFT icon
764
Lyft
LYFT
$7.32B
$3.3K ﹤0.01%
150
ENTG icon
765
Entegris
ENTG
$17.8B
$3.24K ﹤0.01%
35
PINS icon
766
Pinterest
PINS
$17.5B
$3.22K ﹤0.01%
100
VNQ icon
767
Vanguard Real Estate ETF
VNQ
$35.5B
$3.2K ﹤0.01%
35
+1
TIP icon
768
iShares TIPS Bond ETF
TIP
$14B
$3.11K ﹤0.01%
28
MTUS icon
769
Metallus
MTUS
$828M
$3.09K ﹤0.01%
187
EBND icon
770
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
$2.97K ﹤0.01%
139
PPG icon
771
PPG Industries
PPG
$24.7B
$2.94K ﹤0.01%
28
SUI icon
772
Sun Communities
SUI
$16.1B
$2.84K ﹤0.01%
22
FTV icon
773
Fortive
FTV
$17.5B
$2.74K ﹤0.01%
56
VICI icon
774
VICI Properties
VICI
$31B
$2.74K ﹤0.01%
84
OUST icon
775
Ouster
OUST
$1.58B
$2.71K ﹤0.01%
100